Planning to switch to moneydance but have a major flaw , wondering if it will be addressed soon in order to switch
There is an ability to filter by TAGS, and it even seems its possible to add "!" to exclude certain tags, but there is NO filtering control in reports by category, and I don't want to add tags for each category as its super time-consuming, plus it makes no sense as the category is already there.
Are you planning to add a filter by category, and when?
Thanks
Andrej
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Support Staff 1 Posted by Maddy on 09 Jan, 2025 09:40 AM
Hi Andrej,
Thank you for contacting Moneydance support.
Have you tried filtering "By Individual"?
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Maddy, Infinite Kind Support
2 Posted by Andrej Copic on 09 Jan, 2025 10:03 AM
Hi Maddy,
Thank you for super fast response!!!
Here is a screenshot of Income vs Expenses report ,,i dont see any way to filter except by tag and i want to exclude certain income types (some are just transfers between accounts and some are income/expense i dont want in the report)
Andrej
3 Posted by dwg on 09 Jan, 2025 10:37 AM
I'm a fellow Moneydance customer
You are showing the Income and Expense Graph, not report.
The graph does not have the granularity you seem to be looking for. I believe the report does.
4 Posted by Andrej Copic on 09 Jan, 2025 10:46 AM
thank you,,it would be very good (should be there) to have same ability on the graph
How do we add feature requests?
5 Posted by dwg on 09 Jan, 2025 11:15 AM
Support can either log a suggestion based on this thread or you can create a new topic in the Suggestions forum and they can pick it up from their.
Support Staff 6 Posted by Maddy on 09 Jan, 2025 02:07 PM
@ Andrej
As you requested, I've filed a ticket in our ticketing system with your suggestion, so the developers will be looking into it.
For the time being, you could use the 'Income and Expense' report, or the 'Income and Expense, Detailed' report.
Reports are accessible via Tools --> Graphs and Reports, or in the left side bar (below your accounts).
When viewing the report settings, you can choose the accounts to include and you can specify the date range. The date range can be set as longer than just 12 months.
At the bottom of the report settings window, you'll likely see 'All Income' and 'All Expense'. Choose the button to the right of this - Show: By Individual.
This will display each of your individual categories and you can choose which to include/exclude before generating the report to view your data.
Please let us know if we can be of further assistance!
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Maddy, Infinite Kind Support
7 Posted by mhoggie on 09 Jan, 2025 02:25 PM
just a user,
Not sure if you are interested in more advanced search capability, but if you are familiar with "Regular Expression" you can provide search parameters that will enable you to find almost anything. If I have a search need MD does not support in it's canned reports, I simply use the Find and Replace Extension and Regular Expression in the Free Text field and mark what I find with a special Tag. Then I can run the MD reports using that Tag and get what I need.
Regular expressions can be a bit cryptic to say the least. For instance if you want to search for a single word you would enter =\bword\b in the Find and Replace Free Text field. The search options are almost endless using Regular Expression.,
Here is a Regular Expression resource to show how much control and how cryptic the syntax can be.
https://docs.oracle.com/javase/6/docs/api/java/util/regex/Pattern.html
System closed this discussion on 10 Apr, 2025 02:30 PM.